Dragoneer Investment Group portfolio · 2021-06-30
Disclosed long book
$7.53 billion
Long positions
63
Calls / puts
0 / 0
Top 5 concentration
35.9%
Longs with AI data
4 / 63
Average AI 1Y
+24.4%
13F filing comparison
Quarter-over-quarter changes
2021-03-31 to 2021-06-30
Newly reported
27
No longer reported
12
Increased
2
Reduced
9
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC | LONG | 5,221,180 | $495.8 million |
UIPATH INC UIPATH INC | LONG | 5,518,732 | $374.9 million |
ENDEAVOR GROUP HLDGS INC ENDEAVOR GROUP HLDGS INC | LONG | 4,166,667 | $115.5 million |
SQUARESPACE INC SQUARESPACE INC | LONG | 1,284,622 | $76.3 million |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD | LONG | 1,234,852 | $70.5 million |
IRONSOURCE LTD IRONSOURCE LTD | LONG | 6,050,000 | $63.5 million |
DLOCAL LTD DLOCAL LTD | LONG | 1,000,000 | $52.5 million |
KANZHUN LIMITED KANZHUN LIMITED | LONG | 1,300,000 | $51.5 million |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO | LONG | 4,000,000 | $40.0 million |
LIFESTANCE HEALTH GROUP INC LIFESTANCE HEALTH GROUP INC | LONG | 1,250,000 | $34.8 million |
AGILON HEALTH INC AGILON HEALTH INC | LONG | 800,000 | $32.5 million |
MONDAY COM LTD MONDAY COM LTD | LONG | 100,000 | $22.4 million |
PAYONEER GLOBAL INC PAYONEER GLOBAL INC | LONG | 2,000,000 | $20.7 million |
DOXIMITY INC DOXIMITY INC | LONG | 350,000 | $20.4 million |
XOMETRY INC XOMETRY INC | LONG | 200,000 | $17.5 million |
LYELL IMMUNOPHARMA INC LYELL IMMUNOPHARMA INC | LONG | 1,000,000 | $16.2 million |
MARQETA INC MARQETA INC | LONG | 500,000 | $14.0 million |
ALKAMI TECHNOLOGY INC ALKAMI TECHNOLOGY INC | LONG | 200,000 | $7.1 million |
SUPERNOVA PARTNERS ACQUISITI SUPERNOVA PARTNERS ACQUISITI | LONG | 700,000 | $6.8 million |
HONEST CO INC HONEST CO INC | LONG | 385,108 | $6.2 million |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP | LONG | 510,000 | $6.0 million |
23ANDME HOLDING CO 23ANDME HOLDING CO | LONG | 500,000 | $5.8 million |
TCV ACQUISITION CORP TCV ACQUISITION CORP | LONG | 500,000 | $5.0 million |
COMPASS INC COMPASS INC | LONG | 374,110 | $4.9 million |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO | LONG | 1,000,000 | $1.8 million |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP | LONG | 102,000 | $325,000 |
SUPERNOVA PARTNERS ACQUISITI SUPERNOVA PARTNERS ACQUISITI | LONG | 175,000 | $210,000 |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP · UNIT 99/99/9999 | LONG | 2,550,000 | $31.2 million |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM | LONG | 266,475 | $22.5 million |
CONTEXTLOGIC INC CONTEXTLOGIC INC · COM CL A | LONG | 1,321,730 | $20.9 million |
COURSERA INC COURSERA INC · COM | LONG | 350,000 | $15.8 million |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · UNIT 99/99/9999 | LONG | 4,000,000 | $43.0 million |
KE HLDGS INC KE HLDGS INC · SPONSORED ADS | LONG | 1,250,000 | $71.2 million |
ON24 INC ON24 INC · COM | LONG | 500,000 | $24.3 million |
PINTEREST INC PINTEREST INC · CL A | LONG | 25,000 | $1.9 million |
SUPERNOVA PARTNERS ACQUISITI SUPERNOVA PARTNERS ACQUISITI · UNIT 99/99/9999 | LONG | 700,000 | $7.0 million |
THOMA BRAVO ADVANTAGE THOMA BRAVO ADVANTAGE · COM CL A | LONG | 6,000,000 | $62.7 million |
UNITY SOFTWARE INC UNITY SOFTWARE INC · COM | LONG | 1,000,000 | $100.3 million |
XPENG INC XPENG INC · ADS | LONG | 1,200,000 | $43.8 million |
“No longer reported” means the position is absent from this comparable 13F filing. It does not prove the manager sold it: reporting thresholds, confidential treatment, corporate actions, or instrument changes can also explain the omission.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 3,076,596 | $743.9 million | 9.9% | REDUCED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 11,320,595 | $567.4 million | 7.5% | UNCHANGED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 5,221,180 | $495.8 million | 6.6% | NEWLY REPORTED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 2,584,746 | $460.9 million | 6.1% | REDUCED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 1,777,689 | $433.4 million | 5.8% | UNCHANGED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM NEW · 268150109 | LONG | 7,239,914 | $423.0 million | 5.6% | REDUCED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 3,404,260 | $422.2 million | 5.6% | INCREASED | — | 1Y — 5Y — |
UIPATH INC UIPATH INC · CL A · 90364P105 | LONG | 5,518,732 | $374.9 million | 5.0% | NEWLY REPORTED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 9,498,527 | $318.9 million | 4.2% | INCREASED | — | 1Y — 5Y — |
TWLO Twilio Inc. | LONG | 777,393 | $306.4 million | 4.1% | UNCHANGED | — | 1Y +21.0% 5Y +109.2% · 24 models |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 2,756,241 | $286.9 million | 3.8% | REDUCED | — | 1Y — 5Y — |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 9,283,746 | $243.5 million | 3.2% | UNCHANGED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 802,216 | $181.9 million | 2.4% | UNCHANGED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COM CL A · 98980F104 | LONG | 3,366,769 | $175.6 million | 2.3% | UNCHANGED | — | 1Y — 5Y — |
FLOOR & DECOR HLDGS INC FLOOR & DECOR HLDGS INC · CL A · 339750101 | LONG | 1,413,326 | $149.4 million | 2.0% | REDUCED | — | 1Y — 5Y — |
DUCK CREEK TECHNOLOGIES INC DUCK CREEK TECHNOLOGIES INC · SHS · 264120106 | LONG | 3,432,080 | $149.3 million | 2.0% | REDUCED | — | 1Y — 5Y — |
FUBOTV INC FUBOTV INC · COM · 35953D104 | LONG | 4,295,360 | $137.9 million | 1.8% | UNCHANGED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 339,374 | $118.0 million | 1.6% | UNCHANGED | — | 1Y +22.4% 5Y +133.8% · 25 models |
ENDEAVOR GROUP HLDGS INC ENDEAVOR GROUP HLDGS INC · CL A COM · 29260Y109 | LONG | 4,166,667 | $115.5 million | 1.5% | NEWLY REPORTED | — | 1Y — 5Y — |
BUMBLE INC BUMBLE INC · COM CL A · 12047B105 | LONG | 2,000,000 | $115.2 million | 1.5% | UNCHANGED | — | 1Y — 5Y — |
DATTO HLDG CORP DATTO HLDG CORP · COM · 23821D100 | LONG | 3,706,333 | $103.2 million | 1.4% | UNCHANGED | — | 1Y — 5Y — |
AIRBNB INC AIRBNB INC · COM CL A · 009066101 | LONG | 660,000 | $101.1 million | 1.3% | REDUCED | — | 1Y — 5Y — |
ROOT INC ROOT INC · COM CL A · 77664L108 | LONG | 9,259,259 | $100.2 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
PLAYTIKA HLDG CORP PLAYTIKA HLDG CORP · COM · 72815L107 | LONG | 4,125,000 | $98.3 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 964,029 | $86.7 million | 1.2% | REDUCED | — | 1Y +23.8% 5Y +134.4% · 24 models |
AGORA INC AGORA INC · ADS · 00851L103 | LONG | 1,997,733 | $83.8 million | — | UNCHANGED | — | 1Y — 5Y — |
SQUARESPACE INC SQUARESPACE INC · CLASS A · 85225A107 | LONG | 1,284,622 | $76.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 1,234,852 | $70.5 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
TUYA INC TUYA INC · SPONSERED ADS · 90114C107 | LONG | 2,850,000 | $69.8 million | — | UNCHANGED | — | 1Y — 5Y — |
IRONSOURCE LTD IRONSOURCE LTD · CL A ORD SHS · M5R75Y101 | LONG | 6,050,000 | $63.5 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 2,543,841 | $54.7 million | 0.7% | UNCHANGED | — | 1Y +30.3% 5Y +145.0% · 24 models |
DLOCAL LTD DLOCAL LTD · CLASS A COM · G29018101 | LONG | 1,000,000 | $52.5 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
KANZHUN LIMITED KANZHUN LIMITED · SPONSORED ADS · 48553T106 | LONG | 1,300,000 | $51.5 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
GOODRX HLDGS INC GOODRX HLDGS INC · COM CL A · 38246G108 | LONG | 1,300,000 | $46.8 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
SMARTSHEET INC SMARTSHEET INC · COM CL A · 83200N103 | LONG | 611,449 | $44.2 million | 0.6% | REDUCED | — | 1Y — 5Y — |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · COM CL A · 42226W109 | LONG | 4,000,000 | $40.0 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
LIFESTANCE HEALTH GROUP INC LIFESTANCE HEALTH GROUP INC · COM · 53228F101 | LONG | 1,250,000 | $34.8 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
AGILON HEALTH INC AGILON HEALTH INC · COM · 00857U107 | LONG | 800,000 | $32.5 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
QUALTRICS INTL INC QUALTRICS INTL INC · COM CL A · 747601201 | LONG | 800,000 | $30.6 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
SANA BIOTECHNOLOGY INC SANA BIOTECHNOLOGY INC · COM · 799566104 | LONG | 1,500,000 | $29.5 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
OLO INC OLO INC · CL A · 68134L109 | LONG | 750,000 | $28.0 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
POSHMARK INC POSHMARK INC · COM CL A · 73739W104 | LONG | 550,000 | $26.3 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
MONDAY COM LTD MONDAY COM LTD · SHS · M7S64H106 | LONG | 100,000 | $22.4 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
PAYONEER GLOBAL INC PAYONEER GLOBAL INC · COM · 70451X104 | LONG | 2,000,000 | $20.7 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
OAK STR HEALTH INC OAK STR HEALTH INC · COM · 67181A107 | LONG | 350,019 | $20.5 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
DOXIMITY INC DOXIMITY INC · CL A · 26622P107 | LONG | 350,000 | $20.4 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
ACV AUCTIONS INC ACV AUCTIONS INC · COM CL A · 00091G104 | LONG | 750,000 | $19.2 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
XOMETRY INC XOMETRY INC · CLASS A COM · 98423F109 | LONG | 200,000 | $17.5 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
NCINO INC NCINO INC · COM · 63947U107 | LONG | 275,000 | $16.5 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
LYELL IMMUNOPHARMA INC LYELL IMMUNOPHARMA INC · COM · 55083R104 | LONG | 1,000,000 | $16.2 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
MARQETA INC MARQETA INC · CLASS A COM · 57142B104 | LONG | 500,000 | $14.0 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
ALKAMI TECHNOLOGY INC ALKAMI TECHNOLOGY INC · COM · 01644J108 | LONG | 200,000 | $7.1 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
SUPERNOVA PARTNERS ACQUISITI SUPERNOVA PARTNERS ACQUISITI · COM CL A · 86846V108 | LONG | 700,000 | $6.8 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
HONEST CO INC HONEST CO INC · COM · 438333106 | LONG | 385,108 | $6.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP · CL A · G0370L108 | LONG | 510,000 | $6.0 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 500,000 | $5.8 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
AFFIRM HLDGS INC AFFIRM HLDGS INC · COM CL A · 00827B106 | LONG | 75,000 | $5.1 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
TCV ACQUISITION CORP TCV ACQUISITION CORP · CL A SHS · G8704C124 | LONG | 500,000 | $5.0 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
COMPASS INC COMPASS INC · CL A · 20464U100 | LONG | 374,110 | $4.9 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · *W EXP 11/12/202 · 42226W117 | LONG | 1,000,000 | $1.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP · *W EXP 09/30/202 · G0370L116 | LONG | 102,000 | $325,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
SUPERNOVA PARTNERS ACQUISITI SUPERNOVA PARTNERS ACQUISITI · *W EXP 10/16/202 · 86846V116 | LONG | 175,000 | $210,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
DRAGONEER GROWTH OPPORTUN CO DRAGONEER GROWTH OPPORTUN CO · UNIT 08/18/2027 · G28302126 | LONG | 10,000 | $104,000 | — | UNCHANGED | — | 1Y — 5Y — |